CRM Database for Small Organizations
Published by Paul Matsushima on January 31, 2021
Category: Operations Projects | Tags: Productivity (5)
Built on Airtable.com, this CRM database designed for small organizations can house client, customer, and donor information.

Through Airtable.com, I created this powerful CRM solution for small organizations (especially nonprofits) that need affordable, intelligent, and easily customizable software to house their client information.
Types of Information this Database Can Include:
*Click on any of the links in the table to jump to the appropriate information below on the page.
Information | Definition |
---|---|
Contacts | Any individual involved with the organization/account. |
Accounts | Non-person entities with a relationship to the organization (e.g., organizations or households). |
Campaigns | Any project or substantial effort to sell a product/service or raise money/awareness. |
Involvements | Any time an individual spends with the organization during programs or events. |
Opportunities | Any money given to the organization, including gifts, grants, or earned income. |
Communications | Any communication/interactions individuals and accounts have engaged in with your organization. |
Contacts
Definition: Any individual involved with the organization/account.
Examples: donors, customers, program/event participants and volunteers, contractors, and other interested parties.


Accounts
Definition: Non-person entities with a relationship to the organization.
Examples: There are two types of accounts
- Organizations (e.g., businesses, foundations, partner organizations)
- Households (e.g., families or groups of related individuals that aren’t an organization)

Campaigns
Definition: Any project or substantial effort to sell a product/service or raise money/awareness
Example: Coaching Program, Popup Event, fundraising campaign, etc.


Involvements
Definition: Any time an individual spends with the organization during programs or events.


Opportunities
Definition: Any money given to the organization, including gifts, grants, or earned income.


Communications Log
Definition: The Communications Log includes all communications/interactions individuals and accounts have engaged in with your organization, either via email, phone call, etc.

Learn More!
If you liked this demonstration, you can find the base I created on Airtable Universe. Click the link below!
An operations specialist and cultural advocate who creates organizational infrastructure to help nonprofits achieve their missions.
Learn more about me by visiting my profile page.